Kevin Hixson

@Financial Management Professionals, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$791.09M

Total holdings984

Assets growth rate-1.77%

Assets growth rate (2-Q avg)4.39%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Management Professionals, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 984 positions.

Assets under management

The assets under management (AUM) of Financial Management Professionals, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 791.09M in assets, with a quarterly growth rate of -1.77% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Kevin Hixson, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPYSpdr S&p 500 Etf Recent Activity Increased 4.57%	1.05%	$8.296M 14,155 shares@ $586.09 avg price	Increased 4.57%
VOVanguard Mid Cap Etf Recent Activity Increased 1.27%	1.04%	$8.168M 30,925 shares@ $264.14 avg price	Increased 1.27%
SPTMSpdr Portfolio S P 1500 Cmpst St Etf Recent Activity New Position	0.94%	$7.401M 103,618 shares@ $71.44 avg price	New Position
VEUVanguard Ftse All World Ex Us Etf Iv Recent Activity Increased 4.56%	0.85%	$6.708M 116,850 shares@ $57.42 avg price	Increased 4.56%
BBCAJpmorgan Betabuilders Canada Etf Recent Activity New Position	0.85%	$6.694M 94,836 shares@ $70.59 avg price	New Position
IVVIshares Core S&p 500 Etf Recent Activity Increased 1.13%	0.79%	$6.248M 10,613 shares@ $588.69 avg price	Increased 1.13%
AAPLApple Inc Recent Activity Decreased -1.63%	0.72%	$5.682M 22,691 shares@ $250.43 avg price	Decreased -1.63%
VIOOVanguard S&p Small Cap 600 Etf Recent Activity Increased 470490.91%	0.7%	$5.489M 51,765 shares@ $106.05 avg price	Increased 470490.91%
SPSMSpdr Portfolio S&p 600 Small Cap Etf Recent Activity New Position	0.69%	$5.391M 120,015 shares@ $44.93 avg price	New Position
JPIBJpmorgan Internatinal Bnd Opport Etf Recent Activity Increased 2.66%	0.66%	$5.201M 110,044 shares@ $47.26 avg price	Increased 2.66%